Commercial Lines Account Manager

Carroll Insurance Agency; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Carroll Insurance Agency seeks an experienced Commercial Lines Account Manager to service a middle-market book, partnering with Producers to deliver proactive, strategic service, ensure accurate policy management, and support client retention and growth.

In this on-site role in Houston, you will manage renewals, prepare submissions, review policies and endorsements, collaborate with carriers, identify coverage gaps, and cross-sell opportunities in a fast-paced environment.

Qualifications

• 3–5+ years of commercial insurance experience (middle market preferred).
• Active Property & Casualty license required.
• Strong knowledge of commercial insurance products, coverages, and markets.
• Experience managing complex accounts and renewal strategies.
• Proficiency with agency management systems (EPIC, AMS360, or similar).
• Excellent communication and relationship management abilities.

Responsibilities

• Serve as primary contact for middle market clients, building strong, long-term relationships.
• Manage the full renewal process, including strategy, marketing, proposals, and binding.
• Prepare applications, exposure data, and submission materials 120+ days in advance.
• Review policies, endorsements, audits, and cancellations for accuracy and coverage.
• Collaborate with carriers and underwriters to negotiate terms and resolve complex issues.
• Identify coverage gaps and recommend solutions aligned with client needs.
• Support Producers with client meetings and renewals.
• Maintain accurate documentation and manage service timeline in a fast-paced environment.
• Identify opportunities to cross-sell and round out accounts.

Skills

Relationship management

Renewal strategies

Policy management

Communication

Attention to detail

Education

Property & Casualty license

Tools

EPIC

AMS360

Job description

Founded in 1980, Carroll has built our company on providing specialized risk management and employee benefits services across Manufacturing and Construction industries. Over the years, we have expanded our expertise to Oil & Gas, Technology, Professional Services, Restaurants, and Retail.

We attribute our success to consistently providing unparalleled value to our clientele, and to adhering to our core values: Honesty, Attitude, and Purpose.

Position Overview

We are seeking an experienced and client-focused Commercial Lines Account Manager to manage and service a book of middle market clients. This role partners with Producers to deliver proactive, strategic service, ensure accurate policy management, and support strong client retention and growth.

Key Responsibilities

• Serve as primary contact for middle market clients, building strong, long-term relationships
• Manage the full renewal process, including strategy, marketing, proposals, and binding
• Prepare applications, exposure data, and submission materials 120+ days in advance
• Review policies, endorsements, audits, and cancellations for accuracy and coverage
• Collaborate with carriers and underwriters to negotiate terms and resolve complex issues
• Identify coverage gaps and recommend solutions aligned with client needs
• Support Producers with client meetings and renewals
• Maintain accurate documentation and manage service timeline in a fast-paced environment
• Identify opportunities to cross-sell and round out accounts

Qualifications

• 3-5+ years of Commercial insurance experience (middle market preferred)
• Active Property & Casualty license required
• Strong knowledge of commercial insurance products, coverages, and markets.
• Experience managing complex accounts and renewal strategies
• Proficiency with an agency management system (EPIC, AMS360, or similar).
• Strong attention to detail, organization, and problem-solving skills
• Excellent communication and relationship management abilities

***This is an on-site position with an option for an alternate work schedule***

All applicants must be authorized to work in and currently reside in the United States.